Requisition ID: 264500
Purpose: Scotia iTRADE is seeking a strategic, client-focused, and results-oriented Director, Investor Education, Content & Communications to lead the end-to-end development and execution of client education, content strategy, and communications across Direct Investing.
This role is accountable for defining and delivering a cohesive, integrated strategy spanning investor education, employee training and enablement, content development, client engagement, and internal communications. The mandate is central to driving client acquisition, engagement, and deepening by delivering high-quality, targeted education, training, and content experiences across the client and employee lifecycle.
The incumbent will lead a multi-functional team and partner cross-functionally with Digital, Marketing, Wealth, and Technology teams to ensure alignment of education, training, content, and communications with broader platform and growth strategies. The role carries full accountability for strategy, execution, and measurable outcomes across this pillar.
Major Accountabilities:Strategy & Leadership- Define and lead the Investor Education, Content & Communications strategy in alignment with Direct Investing Product & Strategy priorities.
- Set an integrated vision across education, training, content, partner resources, social engagement, and communications to deliver a consistent client and colleague experience.
- Provide strategic leadership to a ~9 FTE multi-functional team, including Senior Managers and cross-functional contributors.
- Drive integration across functions to align client education, colleague enablement, platform experience, and campaign priorities.
Investor Education - Lead segmented investor education strategies for new investors, active traders, and advice-ready clients.
- Oversee education programs, learning journeys, client events, and employee training initiatives that build internal capability and support client engagement.
- Lead a business-wide approach to employee training, onboarding, and colleague enablement to strengthen product, platform, and market knowledge.
- Oversee client-ready weekly, monthly, and quarterly market insights for Relationship Advisors, including repackaging partner content for Scotia iTRADE use.
- Ensure education content supports progression from self-directed investing to advice and wealth solutions.
- Establish frameworks to evolve education content and delivery models over time.
Content Strategy & Development- Own the end-to-end content strategy, including creation, curation, editorial standards, approvals, governance, and optimization.
- Oversee client and colleague content across web, platform, social, newsletters, and partner resource environments.
- Lead the strategy and execution of Scotia iTRADE client newsletters and employee communications.
- Drive content for acquisition campaigns, pilots, and targeted growth initiatives.
- Oversee partner resources, including Retail BRC and Partner Resource Centre content, to ensure materials are current, accurate, and easy to use.
- Strengthen editorial standards, approvals, and governance, with emphasis on French language content, accessibility, and quality control.
- Own content lifecycle management, including review, refresh, and retirement, to support reliable client and employee resources and effective AI-enabled retrieval.
- Ensure content aligns with client needs, product priorities, and regulatory requirements.
- Drive consistency across client-facing and internal communications.
Client Engagement & Communications- Lead the client engagement strategy, including communications, events, and ongoing engagement programs.
- Plan and execute value-add client events and experiences that strengthen relationships and support acquisition and deepening goals.
- Lead change communications and colleague- and client-readiness content for platform changes, business initiatives, and product launches.
- Oversee social and digital engagement, including client interaction through social platforms.
- Lead internal and business line communications and change management initiatives.
- Ensure communications align with campaigns, platform evolution, and product strategy.
Measurement & Performance Management - Establish KPIs to measure education effectiveness, colleague enablement, client engagement, participation, conversion, and client deepening.
- Use analytics and client feedback to continuously improve content, education, training, and engagement strategies.
- Drive accountability for business outcomes linked to education and content initiatives.
Cross-Functional Leadership & Stakeholder Management - Act as the single point of accountability for education, training, content, partner resources, and communications across the business.
- Partner with Digital and Technology, Marketing, Wealth, and other key stakeholders to support integration, campaign alignment, advice integration, and colleague readiness.
- Provide senior executive-level influence and alignment across stakeholders.
Team Leadership & Organizational Development - Build team capability across content strategy, education delivery, employee training, and client engagement.
- Oversee training and enablement programs that equip internal teams and Relationship Advisors with the knowledge, tools, and content to deliver consistent, high-quality client experiences.
- Provide coaching, mentorship, and development pathways to retain and grow talent.
- Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
- Champions a high-performance environment and contributes to an inclusive work environment.
Education, Work Experience & Education- Undergraduate degree in Business, Marketing, Communications, or related field.
- MBA or equivalent experience is an asset.
- 10+ years of experience in strategy, content, communications, or digital engagement, ideally within financial services.
- Demonstrated experience leading multi-functional teams.
- Demonstrated experience developing and executing content, education, training, and enablement strategies.
- Demonstrated experience driving client engagement and growth outcomes.
- Experience working in Direct Investing, Retail Investments, Wealth, or Digital platforms preferred
- Strong strategic thinking and execution capability.
- Deep understanding of client engagement, education, and content ecosystems.
- Ability to influence senior stakeholders across functions.
- Strong leadership, training, facilitation, and team development skills.
- Analytical mindset with ability to translate insights into action.
- Excellent written and verbal communication skills.
Location(s): Canada : Ontario : Toronto
